Sierra Bancorp
BSRR- Exchange
- Nasdaq
- Industry
- State Commercial Banks
- SEC CIK
- 0001130144
In the last 90 days, Sierra Bancorp insiders filed 0 open-market purchases and 1 sale; 125 institutions reported holding it in 13F filings for Q2 2026, worth $316.7M in total; no superinvestor holds it.
13F holders, Q4 2024
Institutional positions in Sierra Bancorp as of Dec 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 115
- +11 vs. Q3 2024
- Shares held
- 7.97M
- −279.6K (−3.4%) vs. Q3 2024
- Total value
- $230.7M
- −$7.70M (−3.2%) vs. Q3 2024
- New holders
- 20
- 42 more added
- Sold out
- 9
- 23 more reduced
Compare with Q3 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BSRR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 125 | $316.7M |
| Q1 2026 | 116 | $257.0M |
| Q4 2025 | 114 | $245.6M |
| Q3 2025 | 108 | $218.5M |
| Q2 2025 | 105 | $229.6M |
| Q1 2025 | 114 | $214.8M |
| Q4 2024 | 115 | $230.7M |
| Q3 2024 | 104 | $238.4M |
| Q2 2024 | 90 | $179.2M |
| Q1 2024 | 84 | $160.8M |
| Q4 2023 | 84 | $183.6M |
| Q3 2023 | 85 | $151.6M |
| Q2 2023 | 83 | $139.6M |
| Q1 2023 | 83 | $136.3M |
| Q4 2022 | 85 | $171.3M |
| Q3 2022 | 80 | $155.1M |
| Q2 2022 | 85 | $173.7M |
| Q1 2022 | 91 | $202.2M |
| Q4 2021 | 92 | $225.7M |
| Q3 2021 | 90 | $199.7M |
| Q2 2021 | 90 | $211.6M |
| Q1 2021 | 92 | $223.6M |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding Sierra Bancorp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hotchkis & Wiley Capital Management LLC | 140,242 | $4.06M | 0.01% | 00.0% | Unchanged |
| Morgan Stanley | 147,535 | $4.27M | 0.00% | +277+0.2% | Added |
| Foundry Partners, LLC | 176,685 | $5.11M | 0.26% | −300−0.2% | Reduced |
| Ameriprise Financial Inc | 195,086 | $5.64M | 0.00% | −157,827−44.7% | Reduced |
| FMR LLC | 198,575 | $5.74M | 0.00% | +4,002+2.1% | Added |
| Renaissance Technologies LLC | 201,712 | $5.83M | 0.01% | −2,900−1.4% | Reduced |
| Northern Trust Corp | 208,555 | $6.03M | 0.00% | −2,238−1.1% | Reduced |
| Banc Funds Co LLC | 226,731 | $6.56M | 0.72% | −142,552−38.6% | Reduced |
| Geode Capital Management, LLC | 296,352 | $8.57M | 0.00% | +235+0.1% | Added |
| State Street Corp | 326,087 | $9.43M | 0.00% | +4,830+1.5% | Added |
| Manufacturers Life Insurance Company, The | 393,226 | $11.4M | 0.01% | −3,224−0.8% | Reduced |
| Private Management Group Inc | 583,796 | $16.9M | 0.61% | −57,533−9.0% | Reduced |
| Vanguard Group Inc | 717,103 | $20.7M | 0.00% | −15,086−2.1% | Reduced |
| Dimensional Fund Advisors LP | 972,978 | $28.1M | 0.01% | −3,758−0.4% | Reduced |
| BlackRock, Inc. | 1,444,759 | $41.8M | 0.00% | +69,659+5.1% | Added |
| Kennedy Capital Management, Inc. | 0 | $0 | 0.00% | −32,484−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −28,385−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −16,827−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −7,755−100.0% | Sold out |
| Advisor Group Holdings, Inc. | 0 | $0 | 0.00% | −2,965−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −265−100.0% | Sold out |
| Continuum Advisory, LLC | 0 | $0 | 0.00% | −117−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −99−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −68−100.0% | Sold out |